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stefano xc's avatar

It seems to me that Combs is a bit of "Jack of all trades" . At one point he was also the main BRK man in the "Health care project JV with Amazon and JPM". He is either a superman or ...tries desperately to find a role for himself at Berkshire. Perhaps Warren got it slightly wrong on this one.

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The Rational Walk's avatar

With Joe Brandon returning to Berkshire, perhaps some of the burden of overseeing GEICO can be assigned to Brandon allowing Combs to return to a portfolio management role.

Kingswell wrote about this today: https://kingswell.substack.com/p/joe-brandons-triumphant-return-to

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stefano xc's avatar

Good point. Still Allegheny is not focused on the Auto Insurance Market and I suspect the Brandon is more likely to take over from Ajit. The few times I saw Ajit on video, I had the impression, perhaps wrongly so, that he was not very well or in great shape.

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The Rational Walk's avatar

He seemed fine at the latest annual meeting. In general we need to see Jain and Abel get more airtime during the meetings.

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